C icon

Citigroup
C

Overview Fund Activity

1,718 hedge funds and large institutions have $104B invested in Citigroup in 2021 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 723 increasing their positions, 626 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,718
Holders Change
+20
Holders Change %
+1.18%
% of All Funds
30.17%
Holding in Top 10
63
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.7%
% of All Funds
1.11%
New
130
Increased
723
Reduced
626
Closed
88
Calls
$5.34B
Puts
$7.57B
Net Calls
-$2.23B
Net Calls Change
+$327M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$958M
2
Barclays
Barclays
United Kingdom
$967M
3
HSBC Holdings
HSBC Holdings
United Kingdom
$460M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$957M
5
UBS AM
UBS AM
Illinois
$685M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$637M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$136M
3
VH
ValueAct Holdings
California
$972M
4
Capital World Investors
Capital World Investors
California
$2.58B
5
Franklin Resources
Franklin Resources
California
$939M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSA
1751
Marino Stram & Associates
Massachusetts
– -$940K -13,290 Closed
RWA
1752
Redhawk Wealth Advisors
Minnesota
– -$924K -13,066 Closed
NERM
1753
New England Research & Management
Illinois
– -$874K -12,350 Closed
CC
1754
Claybrook Capital
Massachusetts
– -$833K -11,776 Closed
SCC
1755
Second Curve Capital
Pennsylvania
– -$708K -10,000 Closed
SFA
1756
Sequoia Financial Advisors
Ohio
– -$659K -9,313 Closed
TIAM2
1757
Tru Independence Asset Management 2
Oregon
– -$615K -8,692 Closed
WBG
1758
Wharton Business Group
Pennsylvania
– -$611K -8,643 Closed
LFF
1759
Level Four Financial
Texas
– -$584K -8,260 Closed
GF
1760
Gries Financial
Ohio
– -$540K -7,877 Closed
FHC
1761
First Heartland Consultants
Missouri
– -$394K -5,566 Closed
ClearBridge Investments
1762
ClearBridge Investments
New York
– -$389K -5,493 Closed
HBT
1763
Heartland Bank & Trust
Illinois
– -$340K -4,809 Closed
WCM
1764
Weld Capital Management
New York
– -$328K -4,633 Closed
AI
1765
AXS Investments
New York
– -$324K -4,581 Closed
GAM
1766
Grandview Asset Management
Pennsylvania
– -$315K -4,458 Closed
CWG
1767
Cornerstone Wealth Group
North Carolina
– -$266K -4,080 Closed
AWA
1768
Alta Wealth Advisors
Massachusetts
– -$286K -4,047 Closed
KCM
1769
KLK Capital Management
California
– -$284K -4,013 Closed
HWA
1770
Heritage Wealth Advisors
Virginia
– -$165K -4,013 Closed
ARTA
1771
A.R.T. Advisors
New York
– -$264K -3,725 Closed
Q
1772
QVR
California
– -$262K -3,697 Closed
CCIA
1773
Campbell & Co Investment Adviser
Maryland
– -$251K -3,550 Closed
T
1774
TRUADVICE
Florida
– -$237K -3,492 Closed
ARC
1775
Advisor Resource Council
Texas
– -$245K -3,464 Closed
69 70
71
72 73